Equity Profile

MDB

MongoDB, Inc.

Information TechnologyInternet Services & Infrastructure$38.0B

May28Thu

Post-Earnings Recap

ReportedQ1-2027After Close4:05 PM EDT

MongoDB Beats on EPS, Stock Up 10.60%

Metric	Actual	Expected	Surprise
EPS	$1.32	$1.18	+534.21%
Revenue	—	$664M	—

management commentary, guidance changes, and full analysis available with Pro.

MongoDB Beats on EPS, Stock Up 10.60%

Key Numbers

Metric	Actual	Expected	Surprise
EPS	$1.32	$1.18	+534.21%
Revenue	—	$664M	—

Management Commentary

Tone: Unknown

No transcript is on record, and the analysis is based solely on numerical results.

What It Means

MongoDB's strong earnings per share performance significantly exceeded expectations, leading to a positive stock reaction of 10.60%. However, the lack of revenue data and management commentary leaves some uncertainty about the company's overall performance and future outlook.

Company Snapshot

MongoDB, Inc. is a technology company that provides a leading database platform designed for modern applications....

Key Metrics to Watch

EPS

Earnings per share is a key indicator of profitability and will show how well the company is managing its costs and generating income.

$1.18

Revenue

Revenue growth is essential for assessing the company's market demand and overall business health.

$664M

Wall Street expectations, options signals, track record, and call prep available with Pro.

Original Pre-Earnings Preview

Context

Company Snapshot

MongoDB, Inc. is a technology company that provides a leading database platform designed for modern applications. With a focus on cloud computing and data management, it plays a crucial role in helping businesses harness data effectively, which is increasingly important in today's data-driven world.

Earnings Scorecard·Last 8Q

EPS Beat Streak

EPS Beat Rate

100%

Avg EPS Surprise

+478.70%

Avg Stock Reaction

+2.49%

Last Quarter Recap

In the last quarter, MongoDB reported an impressive EPS of $1.65, significantly exceeding expectations. However, the stock reacted negatively, declining by 1.05% the next day.

Management Promises & Guidance

Expectations

Wall Street Expectations

Analysts expect MongoDB to continue its strong performance with solid earnings and revenue growth. The market is closely watching how the company will manage its costs amid rising competition.

Bull Case

If MongoDB beats earnings expectations again, it could reinforce investor confidence and lead to a significant stock price increase, given its history of surprises.

Bear Case

Conversely, if the company fails to meet expectations, especially after a series of strong performances, it could lead to a sharp decline in stock price as investors reassess their outlook.

Key Metrics to Watch

EPS

$1.18

Earnings per share is a key indicator of profitability and will show how well the company is managing its costs and generating income.

Revenue

$664M

Revenue growth is essential for assessing the company's market demand and overall business health.

Expectations

Two Questions That Matter

The print will turn on these two things.

Will MongoDB's EPS exceed the consensus estimate of $1.18?

A beat on EPS would continue the trend of strong performance and could lead to a positive market reaction.

What revenue growth will MongoDB report compared to the consensus of $664M?

Revenue growth is critical to understanding the company's market position and future prospects, especially in a competitive landscape.

Edge

What the Street Is Missing

Why consensus could be wrong

The Street may be underestimating MongoDB's ability to sustain its growth momentum, given the company's strong historical performance and market demand for cloud-based solutions.

Supporting Evidence

MongoDB has consistently beaten EPS estimates, indicating strong operational execution.

The options market is pricing a significant move, suggesting that traders expect a notable outcome.

Insider selling may indicate a need for caution, but it does not necessarily reflect the company's overall health.

Key Risk

If MongoDB's revenue growth falls short of $660M, it could challenge the optimistic outlook.

Edge

Thesis-Break Levels

Pre-commit to what would confirm each case.

This quarter's performance is pivotal as MongoDB seeks to maintain its growth trajectory amidst increasing competition.

Bull Confirmed If

Earnings per share exceeding $1.35 would confirm strong operational performance.

Bear Confirmed If

Earnings per share falling below $1.09 would signal potential issues in profitability.

Pre-Earnings Positioning

Options Market

Implied Move

±16.37%

Historical Avg

±3.5%

Pricing rich

The options market is pricing in a significant move, suggesting that traders expect either a strong earnings report or a disappointing one.

Options are pricing ±16.6% while MDB has averaged ±3.5% over the last 8 prints — setup is pricing rich.

Detail

ATM IV

2.8%

30d HV

56.9%

Calls (909K)P/C Ratio: 0.62Puts (803K)

Preparation

Post-Print Playbook

Likely market behavior by outcome — not investment advice.

Beat & Raise

If MongoDB beats expectations, history suggests the stock could rise by around 0.26% on the next trading day, confirming continued investor confidence.

In-Line / Cautious

If results are in line with expectations, the stock may experience muted movement as investors await further guidance from management.

Miss

A miss could lead to a decline, with historical patterns suggesting a potential drop similar to the average 1-day move when they miss.

Earnings Track Record

Preparation

What to Listen For

Call Prep

1Any updates on customer acquisition and retention rates.
2Insights into competitive pressures in the database market.
3Management's outlook on future revenue growth and market expansion.
4Details on cost management strategies and their impact on profitability.
5Any commentary on new product developments or technological advancements.

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Company Snapshot

MongoDB, Inc. is a technology company that provides a leading database platform designed for modern applications....

Key Metrics to Watch

EPS

Earnings per share is a key indicator of profitability and will show how well the company is managing its costs and generating income.

$1.18

Revenue

Revenue growth is essential for assessing the company's market demand and overall business health.

$664M

Wall Street expectations, options signals, track record, and call prep available with Pro.

Original Pre-Earnings Preview

Context

Company Snapshot

Earnings Scorecard·Last 8Q

EPS Beat Streak

EPS Beat Rate

100%

Avg EPS Surprise

+478.70%

Avg Stock Reaction

+2.49%

Last Quarter Recap

In the last quarter, MongoDB reported an impressive EPS of $1.65, significantly exceeding expectations. However, the stock reacted negatively, declining by 1.05% the next day.

Management Promises & Guidance

Expectations

Wall Street Expectations

Analysts expect MongoDB to continue its strong performance with solid earnings and revenue growth. The market is closely watching how the company will manage its costs amid rising competition.

Bull Case

If MongoDB beats earnings expectations again, it could reinforce investor confidence and lead to a significant stock price increase, given its history of surprises.

Bear Case

Conversely, if the company fails to meet expectations, especially after a series of strong performances, it could lead to a sharp decline in stock price as investors reassess their outlook.

Key Metrics to Watch

EPS

$1.18

Earnings per share is a key indicator of profitability and will show how well the company is managing its costs and generating income.

Revenue

$664M

Revenue growth is essential for assessing the company's market demand and overall business health.

Expectations

Two Questions That Matter

The print will turn on these two things.

Will MongoDB's EPS exceed the consensus estimate of $1.18?

A beat on EPS would continue the trend of strong performance and could lead to a positive market reaction.

What revenue growth will MongoDB report compared to the consensus of $664M?

Revenue growth is critical to understanding the company's market position and future prospects, especially in a competitive landscape.

Edge

What the Street Is Missing

Why consensus could be wrong

The Street may be underestimating MongoDB's ability to sustain its growth momentum, given the company's strong historical performance and market demand for cloud-based solutions.

Supporting Evidence

MongoDB has consistently beaten EPS estimates, indicating strong operational execution.

The options market is pricing a significant move, suggesting that traders expect a notable outcome.

Insider selling may indicate a need for caution, but it does not necessarily reflect the company's overall health.

Key Risk

If MongoDB's revenue growth falls short of $660M, it could challenge the optimistic outlook.

Edge

Thesis-Break Levels

Pre-commit to what would confirm each case.

This quarter's performance is pivotal as MongoDB seeks to maintain its growth trajectory amidst increasing competition.

Bull Confirmed If

Earnings per share exceeding $1.35 would confirm strong operational performance.

Bear Confirmed If

Earnings per share falling below $1.09 would signal potential issues in profitability.

Pre-Earnings Positioning

Options Market

Implied Move

±16.37%

Historical Avg

±3.5%

Pricing rich

The options market is pricing in a significant move, suggesting that traders expect either a strong earnings report or a disappointing one.

Options are pricing ±16.6% while MDB has averaged ±3.5% over the last 8 prints — setup is pricing rich.

Detail

ATM IV

2.8%

30d HV

56.9%

Calls (909K)P/C Ratio: 0.62Puts (803K)

Preparation

Post-Print Playbook

Likely market behavior by outcome — not investment advice.

Beat & Raise

If MongoDB beats expectations, history suggests the stock could rise by around 0.26% on the next trading day, confirming continued investor confidence.

In-Line / Cautious

If results are in line with expectations, the stock may experience muted movement as investors await further guidance from management.

Miss

A miss could lead to a decline, with historical patterns suggesting a potential drop similar to the average 1-day move when they miss.

Earnings Track Record

Preparation

What to Listen For

Call Prep

1Any updates on customer acquisition and retention rates.
2Insights into competitive pressures in the database market.
3Management's outlook on future revenue growth and market expansion.
4Details on cost management strategies and their impact on profitability.
5Any commentary on new product developments or technological advancements.